Valuations


Change, whether a merger or acquisition, marital dissolution, transfer of wealth to heirs upon death, or some other altering event, is a reality for all individuals and businesses large and small. Windes & McClaughry’s professionals can help you through these changes by providing the business valuation and financial consulting expertise you need.

A business valuation is an integral part of your overall strategic estate and business management plan. Business valuations are recommended for a variety of purposes, including:

  • Adequacy of life insurance
  • Business planning
  • Buy/sell agreements
  • Charitable contributions
  • Employee stock ownership plans
  • Estate and gift tax planning
  • Executive compensation
  • FASB 141 and 142 goodwill analysis
  • Marital dissolution
  • Mergers and acquisitions
  • Minority shareholder stock repurchases
  • Performance measurement
  • Shareholder disputes
  • Strategic and market analysis
  • Succession planning

Windes & McClaughry valuation services are provided by professionals who have specialized educational and professional qualifications to deliver the best in technical expertise and service. Our valuators are certified public accountants who hold professional designations such as Accredited in Business Valuation (ABV), granted by the American Institute of Certified Public Accountants (AICPA), and are accredited members of the American Society of Appraisers (ASA). We comply with the Uniform Standards of Professional Appraisal Practice and employ recognized methods necessary to provide credible opinions of value.

Windes & McClaughry is the best choice for all of your business valuation needs.

For more information, please contact:

Scott J. Dionne, CPA